Legacy Bridge’s Schwab US Mid-Cap ETF SCHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Buy |
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|
2025
Q1 | $1.21M | Buy |
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|
2024
Q4 | $1.24M | Hold |
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|
2024
Q3 | $1.24M | Hold |
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|
2024
Q2 | $1.16M | Hold |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.13M | Hold |
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|
2023
Q3 | $1.02M | Hold |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.02M | Sell |
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|
2022
Q4 | $1.02M | Hold |
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|
2022
Q3 | $944K | Hold |
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|
2022
Q2 | $978K | Hold |
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|
2022
Q1 | $1.18M | Hold |
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|
2021
Q4 | $1.25M | Hold |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $1.23M | Hold |
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|
2021
Q1 | $1.17M | Hold |
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|
2020
Q4 | $1.07M | Hold |
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|
2020
Q3 | $870K | Hold |
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|
2020
Q2 | $825K | Sell |
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|
2020
Q1 | $663K | Sell |
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|
2019
Q4 | $1.01M | Hold |
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|
2019
Q3 | $948K | Buy |
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|
2019
Q2 | $955K | Buy |
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|
2019
Q1 | $924K | Buy |
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|
2018
Q4 | $796K | Buy |
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